The Power of Patience
ARISTOTLE
Aristotle is an employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. Our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including ESG. As of December 31, 2020, Aristotle’s investment teams managed over $47 billion globally.
- Shared service functions are conducted by business departments which support all Aristotle investment teams.
Aristotle Shared Services
- Compliance & Risk Management
- Investment Operations
- Trading
- Marketing Communications
- Advisory Distribution
- Institutional Sales
- Business Operations
- Business Solutions
- Finance & Human Resources
The Power of Patience
The Power of Patience.
ARISTOTLE PHILOSOPHY
Why did we choose the name Aristotle?
Aristotle, the great philosopher, emphasized the importance of developing excellence, or virtue, of character. In his view, excellence of character is a state concerned with choice and can be achieved when one is able to take the right action, at the right time, with the right motive and in the right way. At Aristotle, we embrace this concept.
The name Aristotle (Greek name Aristotélēs) means “the best purpose”, which is derived from the words aristos (best) and telos (purpose). To us, “best purpose” means that our purpose is to achieve excellence and to do so for our clients, our employees, our community and our shareholders. This philosophy is embodied in the Aristotle tenets below:
CLIENTS
Our first and primary responsibility is to our clients. We believe this is the foundation for our success.
EMPLOYEES
We are committed to creating a culture of honesty, hard work and integrity and fostering a setting that spurs intellectual growth.
COMMUNITY
We commit time, talent and resources to give back to our local communities.
SHAREHOLDERS
Through strong leadership and adherence to the Aristotle philosophy, we will strive to deliver an attractive long-term return on investment to our shareholders.
WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.
WE ARE ALWAYS LOOKING FOR MORE LIKE-MINDED INVESTMENT PROFESSIONALS WHO ASCRIBE TO
ARISTOTLE’S OVERARCHING PHILOSOPHY.
ARISTOTLE BY THE NUMBERS
IS SERVING OUR CLIENTS
COMBINED ASSETS UNDER MANAGEMENT 1
IN FOUR OFFICE LOCATIONS 1
OVER 27 YEARS OF INDUSTRY EXPERIENCE
FOR INSTITUTIONAL CLIENTS 1
SUPPORT EACH ARISTOTLE INVESTMENT TEAM
24 DIFFERENT COUNTRIES
ARISTOTLE TEAM
- Board of Managers
- Shared Services
- Distribution
Richard S. Hollander
Chairman of the Board
Aristotle
Howard Gleicher, CFA
Chief Executive Officer
Chief Investment Officer
Aristotle
Gary W. Lisenbee
Co-Chief Executive Officer
Aristotle
Steve Borowski
President
Aristotle
Richard H. Schweitzer, CFA
Chief Financial Officer
Chief Operating Officer
Aristotle
Gary W. Lisenbee
Co-Chief Executive Officer
Corporate Oversight
Steve Borowski
President
Institutional Services
Richard H. Schweitzer, CFA
Chief Financial Officer
Chief Operating Officer
Finance & Operations
Michelle M. Gosom
Chief Compliance Officer
Compliance
Nancy Scarlett
Chief Risk Officer
Risk Management
Robert R. Womack, Jr.
Chief Innovation Officer
Shared Services
Sona Chandwani, CPA
Chief Administrative Officer
Finance
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
Donn B. Conner, CFA
Managing Director
Private Client Group
James P. Birdwell, Jr.
Managing Director
Private Client Group
Andrew M. Shapiro
Director of Trading
Trading
Randy Yi
Director of Trading
Trading
Geneviève Plourde, CFA
Director
Business Operations
Hazael Meza
Senior Vice President
Business Solutions
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
Will Averill
Managing Director
Institutional Services
Raymond Bertrand
Senior Vice President, Regional Director
Advisory Distribution
Michael B. Carroll, CIMA
Senior Vice President, Regional Director
Advisory Distribution
James Huennekens
Senior Vice President, Regional Director
Advisory Distribution
Craig Maxwell, CFP
Senior Vice President, Regional Director
Advisory Distribution
Michael G. Sindici, CFA
Senior Vice President, Regional Director
Advisory Distribution
Ranjit S. Sufi
Managing Director
Institutional Services
Peter Sykes
Senior Vice President, Regional Director
Advisory Distribution
Michael Wasz, CPA, CIMA
Senior Vice President, Regional Director
Advisory Distribution
Keri Hepburn
Senior Vice President
Institutional Services
John Manley, CFA
Senior Vice President
Institutional Services
Christopher DeGaetano
Vice President
Advisory Distribution
Kyle Helton
Vice President, Regional Director
Advisory Distribution
Kosta Stathopoulos
Vice President
Institutional Services
Tracy Robeniol
Assistant Vice President
Advisory Distribution
Anthony Cafarchia
Assistant Vice President
Institutional Services
David Wajner
Senior Regional Associate
Advisory Distribution
James Chu
Product Specialist
Advisory Distribution
Gary W. Lisenbee
Co-Chief Executive Officer
Corporate Oversight
Steve Borowski
President
Institutional Services
Richard H. Schweitzer, CFA
Chief Financial Officer
Chief Operating Officer
Finance & Operations
Michelle M. Gosom
Chief Compliance Officer
Compliance
Nancy Scarlett
Chief Risk Officer
Risk Management
Robert R. Womack, Jr.
Chief Innovation Officer
Shared Services
Sona Chandwani, CPA
Chief Administrative Officer
Finance
Ranjit S. Sufi
Managing Director
Institutional Services
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
Donn B. Conner, CFA
Managing Director
Private Client Group
James P. Birdwell, Jr.
Managing Director
Private Client Group
Andrew M. Shapiro
Director of Trading
Trading
Randy Yi
Director of Trading
Trading
Geneviève Plourde, CFA
Director
Business Operations
Hazael Meza
Senior Vice President
Business Solutions
Patrick M. Schussman, CFA, CIMA, AIF
Managing Director
Advisory Distribution
Will Averill
Managing Director
Institutional Services
Raymond Bertrand
Senior Vice President, Regional Director
Advisory Distribution
Michael B. Carroll, CIMA
Senior Vice President, Regional Director
Advisory Distribution
James Huennekens
Senior Vice President, Regional Director
Advisory Distribution
Craig Maxwell, CFP
Senior Vice President, Regional Director
Advisory Distribution
Michael G. Sindici, CFA
Senior Vice President, Regional Director
Advisory Distribution
Ranjit S. Sufi
Managing Director
Institutional Services
Peter Sykes
Senior Vice President, Regional Director
Advisory Distribution
Michael Wasz, CPA, CIMA
Senior Vice President, Regional Director
Advisory Distribution
Keri Hepburn
Senior Vice President
Institutional Services
John Manley, CFA
Senior Vice President
Institutional Services
Christopher DeGaetano
Vice President
Advisory Distribution
Kyle Helton
Vice President, Regional Director
Advisory Distribution
Kosta Stathopoulos
Vice President
Institutional Services
Tracy Robeniol
Assistant Vice President
Advisory Distribution
Anthony Cafarchia
Assistant Vice President
Institutional Services
David Wajner
Senior Regional Associate
Advisory Distribution
James Chu
Product Specialist
Advisory Distribution
COMMITMENT TO COMMUNITY
At Aristotle, we are committed to active participation in our communities both locally and internationally. We partner with a number of outstanding organizations and nonprofits that advance health, education, the arts and human services not only to support their valuable missions but also to enrich our own lives through teamwork and continuous learning. From walking to support St. Jude to mentoring youth to volunteering in neighborhoods in great economic need, Aristotle strives to make a meaningful difference in our communities.
Each Holiday Season, Aristotle makes a monetary donation on behalf of our clients to a charity determined by our employees. In the past, our contributions have included Direct Relief, Disabled American Veterans, the Intrepid Fallen Heroes Fund, American Red Cross (Hurricane Harvey Relief), and Chrysalis.
In 2020, Aristotle partnered with School on Wheels to host a virtual backpack drive with employee match to provide support to homeless students in need to continue their education during these challenging times. In 2019, over 200,000 students K-12 lacked stable housing in California, and were disproportionately Latinx and Black. With COVID-19 this number is expected to significantly increase. School on Wheels is a Los Angeles-based non-profit focused on bringing academic resources and free tutors to children experiencing homelessness. We believe every child has potential and deserves to be supported.
Special thanks to our Diversity, Equity and Inclusion Council for bringing attention to this crisis and coordinating this event.